Manage the Multi Year Plan, Annual Plan and Budget cycle for 18 business groups. This included co-ordination of all groups to meet corporate and internal deadlines, submissions, consolidation of P&L, drivers (Assets, flows etc.), executive presentations and analysis.Standardize monthly executive reporting and analysis to better meet the needs of senior management. Generated two standardized reports that are used for all executive meetings, meeting the needs of each different business group.… Show more Manage the Multi Year Plan, Annual Plan and Budget cycle for 18 business groups. This included co-ordination of all groups to meet corporate and internal deadlines, submissions, consolidation of P&L, drivers (Assets, flows etc.), executive presentations and analysis.Standardize monthly executive reporting and analysis to better meet the needs of senior management. Generated two standardized reports that are used for all executive meetings, meeting the needs of each different business group. This resulted in the reduction of 4-5 other executive reports that were being generated across each business group. Instituted a recurring knowledge sharing meeting that helped spread the wealth of knowledge each team member had from different groups, into a relatively new team. Responsible for Ad-Hoc requests from senior management including things like: quarterly travel and expense reporting, in-depth flows analysis and year end exit rate analysis. Show less

Provide support to the relationship management and sales force by generating pricing proposals for new and existing clients. This includes modeling P&L’s, creating long-term client views, and stress-testing P&L’sGenerate pricing for new products by evaluating product expenses and gaining pricing approval from the business.Create and Maintain legal exhibits for both the clearing and technology agreements. This includes working with product partners, legal, finance and the sales and RM… Show more Provide support to the relationship management and sales force by generating pricing proposals for new and existing clients. This includes modeling P&L’s, creating long-term client views, and stress-testing P&L’sGenerate pricing for new products by evaluating product expenses and gaining pricing approval from the business.Create and Maintain legal exhibits for both the clearing and technology agreements. This includes working with product partners, legal, finance and the sales and RM staff to ensure there is transparency and clarity in the contracts.Creating a status database system for the pricing function to keep records of the contract negotiations, sales deals and amendments put through the function, creating synergy between the Sales / RM’s and the pricing function Show less

Generated models to asses compensation and share program design options for senior management and help determine the impact to both the employees and the firmReport monthly cash flow forecasts for the year including operations, debt and equity and capital expenditure forecasts.Responsible for updating five year models that run various profit and loss, cash flow and balance sheet scenariosPrepare ad-hoc requests for the CFO of the company in support of various strategic initiatives… Show more Generated models to asses compensation and share program design options for senior management and help determine the impact to both the employees and the firmReport monthly cash flow forecasts for the year including operations, debt and equity and capital expenditure forecasts.Responsible for updating five year models that run various profit and loss, cash flow and balance sheet scenariosPrepare ad-hoc requests for the CFO of the company in support of various strategic initiatives including compensation design, multi-year modeling and distributable earnings as well as create presentations for various speaking events. Update compensation metrics comparing Fidelity Investments to competitors including compensation per employee, revenue per employee, and income per employeeCreated an online reference website for senior management to provide easy access to important files used frequently. Responsible for updating monthly and quarterly Advisory Board reporting which includes various P&L views, balance sheets and cash flow statements. Show less

Manage the financial reporting of all Net Interest Revenue, including the booking and allocation of that revenue on a monthly basis.Responsible for explaining interest revenue results vs. plan, provide monthly FY outlooks and provide revenue analysis to senior executives on a monthly and quarterly basis.Work with business partners including Brokerage Accounting, Treasury, Business Units and Corporate Finance on a frequent basis to ensure NII is reported, recorded and analyzed… Show more Manage the financial reporting of all Net Interest Revenue, including the booking and allocation of that revenue on a monthly basis.Responsible for explaining interest revenue results vs. plan, provide monthly FY outlooks and provide revenue analysis to senior executives on a monthly and quarterly basis.Work with business partners including Brokerage Accounting, Treasury, Business Units and Corporate Finance on a frequent basis to ensure NII is reported, recorded and analyzed sufficiently.Track, Analyze and report on our key competitors pricing strategies and key benchmark rates as it relates to firm funding costs.Report, outlook and budget the Lockup rate for the firm on a daily, weekly, monthly and on a FY basis including creating a forecast model which accurately forecasted the first half lockup rate within one basis point in 2009.Prepare documents, analysis and minutes for Interest Committee Meeting held every six weeks to discuss pricing strategies within each Business Unit. Reconciled several different Business Unit systems into one common master balance and rate system for key interest drivers which allows for common comparisons among business partners. Show less

Generate and distribute daily flashes to wide distributions including BU CFO'sResponsible for reporting and uploading month and quarter ending numbers and reports (assets, Trades, Flows)